Controller

Overview

Read This Part First

This is not a steady-state controller job.

We run a functional medicine clinic that also operates as an R&D engine. Protocols, programs, and product concepts get developed inside the clinic, tested with real patients, and then productized. Some become service lines. Some become licensable IP. Some get spun out into standalone businesses with their own entity, their own P&L, and eventually their own capital.

You would be the accounting and finance backbone of that machine. That means owning a clean, boring, on-time close — and then, in the same week, building the first set of books for a business that did not exist a month ago.

If the phrase "we're standing up a new entity next quarter and I need to know what it costs to run" makes you lean in rather than sigh, keep reading.

What You'll Own

Core Accounting — Non-Negotiable, Must Be Airtight

Full-cycle monthly close across multiple entities, including intercompany transactions and eliminations

General ledger ownership, chart of accounts design and discipline, reconciliations, and accruals

AP, AR, collections, payroll integration, and the month-end reporting package

Cash management and a rolling 13-week cash forecast

Coordination with outside CPAs on tax, reviews, and eventually audit readiness

Internal controls appropriate to our size — real, but not bureaucratic

Multi-Entity and IP Structure

Maintain the accounting architecture across our holding, operating, and future spinout entities

Track and allocate shared services, management fees, and intercompany cost flows so each entity's

economics are defensible

Track R&D spend by concept so we know what each program actually cost to develop

Support licensing and royalty accounting as those revenue streams come online

New Concept and Spinout Support

Stand up books, banking, and reporting for new entities as concepts graduate out of R&D

Build unit economics and contribution margin analysis for new products and service lines — from the

drivers, not from a template

Produce the financial diligence materials a franchise disclosure process, a lender, or an investor will actually

ask for

Flag when a concept's numbers are not working, before we scale the mistake

Reporting and Decision Support

Monthly reporting package the CEO and board can act on: entity-level P&Ls, consolidated view, KPIs, and

variance commentary

Operating KPIs alongside financials — patient volume, visit mix, provider utilization, revenue per patient,

acquisition cost and retention by program

Ad hoc modeling and analysis whenever a decision needs a number

What We're Looking For

5–9 years of accounting experience, with at least 2 as a Controller, Assistant Controller, or Accounting

Manager running a close start to finish

Strong technical foundation — you understand accrual accounting well enough to defend your judgment

calls, and you know when to escalate the ones you shouldn't make alone

Multi-entity experience, or clear evidence you can handle it

You have built or meaningfully rebuilt something: a close process, a chart of accounts, a reporting package,

a system migration

Comfortable in the details and in the conversation with the CEO, sometimes within the same hour

Fluent in the tools: QuickBooks, Excel at a genuinely high level, and willing to learn whatever else we adopt

Healthcare, multi-site services, franchise, or early-stage experience is a plus, not a requirement

Deliberately Not Required

15+ years of experience, a CPA, Big 4, or public company background. We are hiring for range and judgment at

this stage, not seniority. You will have access to a fractional CFO and outside advisors for the genuinely technical

calls — revenue recognition on licensing, IP capitalization, entity structuring — so you are not alone on the hard ones.

Who Thrives Here, and Who Doesn't

You'll Do Well If You

Are energized by ambiguity and would rather build the process than inherit it

Can hold high standards on the close while the business around you keeps changing shape

Are willing to say "the answer is no" or "this isn't working" to the CEO, with the numbers behind it

Move fast without getting sloppy about the things that actually have to be right

You'll Be Frustrated Here If You

Need a mature process, a defined team, and a stable org chart to do your best work

Prefer to stay in the general ledger and out of the operating conversation

Want a role where the scope in month 12 looks like the scope in month 1

What Success Looks Like

First 90 days — You own the close end to end and it lands on time. You've documented the current state and identified the three biggest gaps.

Six months — The close cycle is materially shorter and you feel comfortable producing the monthly package,

and leaning into more operational involvement.

Twelve months — You can stand up a new entity's financial infrastructure quickly and repeatably. You are a real

voice in whether a new concept should scale, and the books are in a condition that survives investor, lender, or

franchise diligence without a scramble.

Compensation and Benefits

Base salary of $115,000–$135,000, depending on experience and multi-entity depth

Benefits:

• 401(k)
• 401(k) matching
• Flexible spending account
• Paid time off

Work Location: In person

Pay: $115,000.00 - $135,000.00 per year

Benefits:

• 401(k) matching
• Employee discount
• Flexible spending account
• Paid time off

Work Location: In person